See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,212 | $80,968+18.8% | $96,544-0.3% | $75,163+28.0% |
| Participation rate | 67.2% | 71.8%-4.6pp | 76.0%-8.8pp | 67.2%0pp |
| Annual return | 18.74% | 27.06%-8.3pp | 25.84%-7.1pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,884 | $2,282+70.2% | $2,965+31.0% | $2,670+45.5% |
| Participant deferral / active EE | $4,659 | $3,928+18.6% | $4,851-4.0% | $4,125+12.9% |
| Admin fee / account holder | $3,711 | $6,724-44.8% | $8,252-55.0% | $5,651-34.3% |